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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
301
Brooklyn FI
New York
$4.97M +$216K +690 +4%
OCM
302
Objective Capital Management
Ohio
$4.96M +$313 +1 +0%
EWA
303
EP Wealth Advisors
California
$4.93M +$162K +519 +3%
WIM
304
Warwick Investment Management
Texas
$4.91M +$11K +35 +0.2%
RWM
305
Ritholtz Wealth Management
New York
$4.89M +$626 +2 +0%
BFPW
306
BOK Financial Private Wealth
Colorado
$4.88M
Citigroup
307
Citigroup
New York
$4.86M +$79.8K +255 +2%
TCG
308
Transcendent Capital Group
Oklahoma
$4.86M +$36.6K +117 +0.7%
PP
309
PDS Planning
Ohio
$4.83M -$73.8K -236 -1%
RCAG
310
Rehmann Capital Advisory Group
Michigan
$4.81M -$7.82K -25 -0.2%
GT
311
Glenmede Trust
Pennsylvania
$4.77M -$6.26K -20 -0.1%
SQA
312
Simon Quick Advisors
New Jersey
$4.76M -$866K -2,768 -15%
WT
313
Washington Trust
Rhode Island
$4.72M -$55.4K -177 -1%
MWA
314
Medallion Wealth Advisors
Connecticut
$4.71M +$214K +684 +5%
SWA
315
Sax Wealth Advisors
New Jersey
$4.71M
IWC
316
Infinity Wealth Counsel
Ohio
$4.71M +$61K +195 +1%
GWS
317
Glassman Wealth Services
Virginia
$4.7M +$8.76K +28 +0.2%
TWM
318
Tumwater Wealth Management
Idaho
$4.69M
KWM
319
Kingsview Wealth Management
Oregon
$4.62M +$111K +356 +2%
JWM
320
Johnson Wealth Management
North Dakota
$4.59M -$3.13K -10 -0.1%
AFP
321
ATLas Financial Planning
Georgia
$4.42M +$56.3K +180 +1%
TFCP
322
Twin Focus Capital Partners
Massachusetts
$4.33M +$136K +436 +3%
AL
323
Aspiriant LLC
California
$4.32M +$1.25K +4 +0%
PWA
324
PCG Wealth Advisors
Kansas
$4.29M -$60.7K -194 -1%
EWM
325
Evercore Wealth Management
New York
$4.21M